Bristlecone Advisors, LLC IVV Holdings History
Bristlecone Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Bristlecone Advisors, LLC held 93,198.00 shares of iShares Core S&P 500 ETF(IVV), totaling $52.37 Mil. This investment constitutes 4.28% of their stock portfolio, and Bristlecone Advisors, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Bristlecone Advisors, LLC has made 18 purchases of IVV, at an average price of $352.98, for a total of 102,769.00 shares. In addition, there have been 10 sales at an average price of $403.28 for 9,571.00 shares. Based on historical transaction data and IVV's current price of $631.68, Bristlecone Advisors, LLC's estimated gain on his IVV holdings is $26.46 Mil, reflecting a 72.93% gain to date.
Bristlecone Advisors, LLC IVV ($631.68) Holding Chart
Bristlecone Advisors, LLC IVV ($631.68) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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